Pur Efi Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Pur Efi Wealth, LLC
- $125 Billion
- Q2 2025
A detailed history of Pur Efi Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 12,357 shares of SCHB stock, worth $302,499. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,357Holding current value
$302,499% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,333Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.43 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$422 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$322 Million21.31% of portfolio
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Scs Capital Management LLC Boston, MA11.9MShares$291 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$215 Million12.78% of portfolio